Zoho CRM Integration
updated about 1 month ago
At Paperflite, our number one prerogative is that our users should not be using a number of software to get their job done. The easier you make it for them, the easier it is for them to close deals.
Zoho CRM is an easy-to-use CRM that empowers the teams and businesses that use it. Integrating Paperflite with Zoho CRM enables you to bring all your content, conversations and contacts in one page.
In this post, we will learn how to integrate with Zoho CRM.
On your Google chrome browser, head over to the Google Web Store (https://chrome.google.com/webstore/search/paperflite) and search for Paperflite’s Chrome extension.
Click on ‘Add to Chrome’ to add the extension.
Then, click on ‘Add extension’.
The extension will now be added to your Chrome browser.
Now, click on the Paperflite extension for Chrome icon on your browser menu and login with your Paperflite credentials.
Once you’re logged in, you will notice a glimpse of all your assets in Paperflite on the extension.
The second step is to log in to your Zoho CRM account.
Log in to your Paperflite account at https://app.paperflite.com. Then, head over to Settings → Integrations. Click on 'Activate' in the Zoho CRM icon to get your activation going.
Within Paperflite, you can now authenticate Paperflite to access your Zoho CRM account.
Then, click on the 'Accept' button to allow Paperflite access data in your Zoho account.
Configure the content engagement activity that you’d like to track and save the changes.
Now, you are ready to mail your contacts and leads through Zoho CRM using content hosted in Paperflite. Click on a contact or a lead that you'd like to mail.
Create the email, as you would normally do or, use templates to quickly write your email. Notice the Paperflite icon at the bottom of the email. Click on it to include the content stored in your Paperflite account.
Attach the content from Paperflite that you wish to send your contacts and leads.
Your email is now ready to soar!
The final step is to view analytics so you can make your conversations with your contacts richer. Don't forget to check out notifications that appear when your leads/contacts engage with your content.
In Zoho, view content engagement under ‘Activities’ for an individual prospect.
In your Paperflite account, click on ‘Conversations’ to know the contact-level analytics and analytics for each asset.
Still need help? Send us your queries at email@example.com and we'll be glad to assist.